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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,821 | $72,272-26.9% | $101,264-47.8% | $79,858-33.9% |
| Participation rate | 69.4% | 68.5%+0.9pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | 17.90% | 22.30%-4.4pp | 46.48%-28.6pp | 31.72%-13.8pp |
| Employer contribution / active EE | $2,433 | $2,692-9.6% | $3,660-33.5% | $2,471-1.5% |
| Participant deferral / active EE | $4,661 | $3,282+42.0% | $4,370+6.6% | $3,740+24.6% |
| Admin fee / account holder | $9,746 | $4,401+121.5% | $5,947+63.9% | $5,306+83.7% |